SMSF Trusteeships is a relatively easy concept to get right when you stick to the basics that all members must be trustees and all trustees must be members. In reality nothing is ever that easy and there are plenty of scenarios where the rule of thumb doesn’t apply and membership and trusteeship doesn’t correspond, not in an obvious way.
In this webinar, Tim Miller from Smarter SMSF will be exploring the definition of an SMSF with a particular focus on what happens when members join or leave an SMSF and indeed what circumstances result in alternate trustees being appointed. Scenarios that will be considered include:
– Single member funds
– Members under the age of 18
– Members under a legal disability other than age
– Disqualified trustees
– Death of a member
Learning outcomes
At the end of the webinar, participants will have an appreciation for:
– Ensuring all appointments meet the legislative and Deed requirements
– The rules associated with appointing an alternate trustee, including who can be an alternate trustee
– Various timeframes related to trustee appointment and removals
– Trustee obligations once appointed
Tim Miller is the SMSF Technical and Education Manager at Smarter SMSF and is one of Australia’s leading SMSF educators and presenters with over 25 years’ experience in the Superannuation industry. His experience has been gained through providing legislative and compliance support to thousands of Trustees, Accountants and Financial Planners since joining the SMSF sector in 1999. In addition to servicing the needs of SMSF clients, his practical and personable approach to compliance has made him a much sought after presenter.
Tim regularly presents at the major SMSF conferences and events, contributes to various trade and general publications, he is a Fellow SMSF Association Specialist and was awarded the CEO Award at the 2023 SMSF Association National Conference for services to the SMSF sector.
AFSL 485643
ABN 57 113 986 968
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